All posts by Larry Berman

A Peace Dividend is Almost Always Bullish

The Trump Administration, for all it’s challenges, scored a victory this week on the foreign policy file. It probably does not move the disenfranchised American swing voter much, but it is a much-needed small win for the COVID beaten-up profile of the President. We surveyed

Vaccine Timeline vs. Election Timeline

Back in February we featured COVID-19 risks to markets and wondered why the market did not care much. The fear of missing out based on Fed liquidity feeding markets was a significant factor. We look at the hope for a vaccine today and wonder how